Professional
Added to YB: 2024-10-07
Pitch date: 2024-09-30
HELE [bullish]
Helen of Troy Limited
-65.92%
current return
Author Info
No bio for this author
Company Info
Helen of Troy Limited provides various consumer products in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.
Market Cap
$456.9M
Pitch Price
$61.62
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.81
P/E
-0.69
EV/Sales
0.75
Sector
Household Durables
Category
value
Palm Valley Capital Fund Portfolio Holding: Helen of Troy Limited
HELE: Consumer products roll-up with top brands (OXO, Hydro Flask). Heavily shorted, but leading market shares & P&G partnership. Asset-light model generates cash, maintaining reasonable leverage despite acquisitions. 14% FCF yield, 8x normalized op profit. Recent underperformance due to discretionary nature post-stimulus.
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